Advisors at this firm
Robert M
PFS™, Series 66
Lafayette, LA
Apex Capital Management, L.L.C.
Robert Morella is a financial advisor at Apex Capital Management, L.L.C. with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Apex since 1999, as well as at Morella & Morella, LLC and Arsement, Redd & Morella, LLC. Outside of his advisory role, he is involved in several business ventures, including toy manufacturing and medical equipment through Sparo Toy Enterprises, LLC and Medispose, LLC. Apex Capital Management serves individuals, retirement plan sponsors, trusts, and business entities by offering financial planning, asset management, and retirement-plan consulting. The firm’s investment approach is based on fundamental analysis and utilizes third-party platforms for managed accounts, with additional services including fiduciary and non-fiduciary retirement plan advice and annuity product management.
Jo Ellen K
PFS™, Series 66
Baton Rouge, LA
Apex Capital Management, L.L.C.
Jo Ellen Kearny is a financial advisor at Apex Capital Management, L.L.C. in Baton Rouge, LA, with 26 years of industry experience. She holds the PFS™ and Series 66 credentials and has worked with firms including Cetera Advisors LLC and Daigrepont & Brian, APAC. Kearny also serves as a board member of the Anton Wilbert Foundation, a nonprofit organization. Apex Capital Management serves individuals, retirement plan sponsors, trusts, and business entities, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm’s investment approach incorporates fundamental analysis and often utilizes third-party platforms for managed accounts, while also offering fiduciary services under ERISA/IRC.
Charles D
Series 65
Youngsville, LA
Apex Capital Management, L.L.C.
Charles Duchamp is a financial advisor at Apex Capital Management, L.L.C. with 23 years of industry experience and holds a Series 65 designation. He has been with Apex since 2002 and also serves as president of Charles J. Duchamp, CPA, a professional accounting corporation providing accounting and tax services since 1991. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities with financial planning, asset management, retirement-plan consulting, and annuity product management. The firm uses fundamental analysis to guide asset allocation and trading decisions, and offers both discretionary and non-discretionary account management.
Stephen M
Series 65
Lafayette, LA
Apex Capital Management, L.L.C.
Stephen Morella is a financial advisor at Apex Capital Management, L.L.C. in Lafayette, LA, with two years of industry experience. He holds a Series 65 designation and has previously worked at Morella & Morella, LLC, Arsement Redd & Morella, LLC, and Bank of Louisiana. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities by offering financial planning, asset management, retirement-plan consulting, and annuity product management. The firm’s investment process uses fundamental analysis and managed accounts through third-party platforms, providing both discretionary and non-discretionary portfolio management.
